CPA / Enrolled Agent

Tax Data Analyst

We are seeking a detail-oriented and analytical CPA or Enrolled Agent to join our dynamic tax and finance team. The successful candidate will play a crucial role in ensuring the accuracy and integrity of our tax-related data. The Data Analyst will be responsible for collecting, organizing, and analyzing tax and financial data to support tax preparation and compliance, reporting, and strategic decision-making as well as oversee the production and tax preparation of other tax professionals.

Key Responsibilities :

• Data Collection and Compilation :

Gather and compile relevant financial data from various sources, including client forms, internal systems, financial statements, and third-party reports.

Conduct thorough analysis of financial data to identify trends, anomalies, and potential tax implications.

Develop tax strategies for clients to optimize financial outcomes

Perform regular audits and reviews of tax data to maintain data accuracy and integrity.

Generate comprehensive reports summarizing tax-related data analysis for internal stakeholders.

Identify opportunities for process improvement in tax data management and implement efficient solutions.

Qualifications :

Preferred Qualifications :

If you are a highly motivated individual with a passion for data analysis, we encourage you to apply for this rewarding position. Join our team and contribute to the success of our finance department.

Full time or option to choose seasonally through April with part time off season meetings and strategy perks :